Estate Tax Return Preparation

Estate Planning & Wealth Management We have approximately 2000 estate planning clients, from every economic spectrum. We have experience in nearly all sophisticated estate planning techniques that are useful to high wealth individuals but we pride ourselves principally on taking care to learn the personal circumstances of our clients. We do not let tax avoidance and reduction techniques obscure more fundamental estate planning goals, and we are sensitive to our clients’ tolerance for risk and complexity. We have particular expertise in the area of planning for family lands. We represent two of the largest area land trusts, and Daniel Perry has published a well receivedRead More →